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Portfolio (Quarterly) Guide ↗

Capital Analysts, LLC

· CIK 0001624758
13F Portfolio $3.5B AUM 1,975 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1364 New
Page 68 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 APLS APELLIS PHARMACEUTICALS INC Healthcare 57.0 $1K NEW $17.54 +133.9%
1342 CHTR CHARTER COMMUNICATIONS INC N Communication Services 4.0 $1K NEW $250.00 -43.9%
1343 CRWV COREWEAVE INC Technology 8.0 $1K NEW $125.00 -8.6%
1344 DAIO DATA I O CORP Technology 159.0 $1K NEW $6.29 -49.1%
1345 DDOG DATADOG INC Technology 8.0 $1K NEW $125.00 +62.3%
1346 HTRB HARTFORD FDS EXCHANGE TRADED 42.0 $1K NEW $23.81 +40.7%
1347 BBCB J P MORGAN EXCHANGE TRADED F 25.0 $1K NEW $40.00 +13.9%
1348 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3.0 $1K NEW $333.33 -63.7%
1349 NPWR NET POWER INC Industrials 522.0 $1K NEW $1.92 +15.9%
1350 NLOP NET LEASE OFFICE PROPERTIES Real Estate 36.0 $1K NEW $27.78 -58.5%
1351 OGN ORGANON & CO Healthcare 170.0 $1K NEW $5.88 +127.1%
1352 PJT PJT PARTNERS INC Financial Services 8.0 $1K NEW $125.00 +27.7%
1353 PTON PELOTON INTERACTIVE INC Consumer Cyclical 132.0 $1K NEW $7.58 -31.6%
1354 POOL POOL CORP Industrials 4.0 $1K NEW $250.00 -29.9%
1355 RJF RAYMOND JAMES FINL INC Financial Services 8.0 $1K NEW $125.00 +24.5%
1356 RVT ROYCE SMALL CAP TRUST INC Financial Services 34.0 $1K NEW $29.41 -38.7%
1357 PSK SPDR SERIES TRUST 29.0 $1K NEW $34.48 -10.0%
1358 GPCR STRUCTURE THERAPEUTICS INC Healthcare 18.0 $1K NEW $55.56 -28.3%
1359 TDOC TELADOC HEALTH INC Healthcare 152.0 $1K NEW $6.58 +0.5%
1360 TTD THE TRADE DESK INC Technology 30.0 $1K NEW $33.33 -38.8%
Page 68 of 69  ·  1,364 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.9%
Financial Services 22.2%
Industrials 11.3%
Healthcare 10.1%
Communication Services 7.0%
Consumer Cyclical 6.8%
Consumer Defensive 5.8%
Energy 5.4%
Real Estate 2.6%
Utilities 2.5%